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Ballast, Inc.'s Q2 2023 vs. Q3 2023 13F Holdings: A Comprehensive Analysis

Ava Hoppe | 20 October, 2023

Ballast, Inc. is a renowned investment management firm that constantly evaluates its 13F holdings to ensure maximum returns for its clients. In this blog post, we will analyze the changes made by Ballast, Inc. in its holdings between Q2 2023 and Q3 2023.

During this period, Ballast, Inc. made several noteworthy adjustments to its portfolio. As a professional blog writer, I have meticulously examined the data to provide you with a comprehensive and insightful analysis. Let's delve into the details.

Vanguard Index Funds (VO) and Vanguard Index Funds (VB), both experienced a decrease in holdings. While VO's shares decreased by 2,399, VB's shares dropped by 3,048. The decrease in holdings can be attributed to a challenging market environment during this period.

However, not all holdings experienced a decline. Invesco Exchange Traded Fund Trust (SPHQ) observed a slight increase of 4,314 shares, indicating Ballast, Inc.'s confidence in this particular investment. Similarly, iShares TR (SHY) witnessed a modest increase of 1,179 shares.

One of the most significant adjustments made by Ballast, Inc. was with Vanguard International Equity Index Fund (VEU). The company reduced its holdings by a substantial 25,116 shares, demonstrating a cautious approach towards this investment. This decision was likely influenced by market conditions and Ballast, Inc.'s commitment to maximizing returns for its clients.

On the other hand, Pacer Funds Trust (COWZ) witnessed a noteworthy increase in holdings by 9,839 shares, indicating Ballast, Inc.'s confidence in this investment. The company's decision to increase its holdings reflects a positive outlook for the fund and the potential for favorable returns.

Vanguard Whitehall Funds (VYM) experienced a minor decrease in holdings by 1,655 shares. This adjustment can be seen as a strategic move by Ballast, Inc. to optimize its portfolio during a volatile market period.

Invesco Exchange Traded Fund Trust II (SPLV) observed a slight decrease of 6,967 shares in Ballast, Inc.'s holdings. This adjustment could be due to a reassessment of the fund's performance and its alignment with Ballast, Inc.'s investment objectives.

Moving on to iShares Trust (PFF), Ballast, Inc. increased its holdings by 18,975 shares, indicating its confidence in this investment. This decision suggests that Ballast, Inc. recognized the potential for growth and attractive returns in the future.

Another remarkable adjustment was made in Invesco Exchange Traded Fund Trust (RSP), with an increase of 8,941 shares. This positive change in holdings signifies Ballast, Inc.'s anticipation of favorable market conditions for this particular investment.

Now let's shift our focus to specific companies within Ballast, Inc.'s portfolio. Apple Inc. (AAPL) witnessed a marginal increase in holdings by 164 shares, reflecting Ballast, Inc.'s confidence in the tech giant's future prospects.

Vanguard World Funds (VHT) experienced a substantial increase of 6,657 shares, indicating Ballast, Inc.'s optimistic outlook on the healthcare sector. This adjustment aligns with the healthcare industry's growth potential and the favorable investment climate within this sector.

Additionally, iShares Trust (IWF) observed a decrease in holdings by 2,007 shares. This decision could be attributed to Ballast, Inc.'s cautious approach toward equity funds during this period.

UnitedHealth Group Inc. (UNH), on the other hand, witnessed a minor increase in holdings by 9 shares, suggesting Ballast, Inc.'s confidence in the healthcare giant's steady performance and potential for growth.

Overall, Ballast, Inc. has carefully evaluated its 13F holdings between Q2 2023 and Q3 2023 to optimize its portfolio and maximize returns for its clients. The adjustments made reflect both caution and confidence, emphasizing the company's commitment to strategic decision-making.

Disclaimer: The information presented in this blog post is based on publicly available data and does not constitute financial advice. The analysis provided is solely for educational and informational purposes. Investors are encouraged to conduct thorough research and consult with a financial advisor before making investment decisions.

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